Surplus Lines Coordinator (Remote)

Senior Market Sales; Northern (KY); Remote; USD 38,000 - 60,000; Full time

Job summary

Senior Market Sales in Kentucky is seeking a detail-oriented analyst to assist with Surplus Lines filings, tax payments, and reporting across states. The role requires a positive team attitude and strong organizational skills.

You will generate payables reports, ensure taxes and fees are billed correctly, and reconcile discrepancies while processing checks or other payments to the appropriate agencies by due dates. Strong Excel and communication abilities are essential.

Qualifications

• Associate’s degree or equivalent combination of education and experience.
• Two (2) or more years of related work experience in surplus lines filing and insurance payables preferred.
• Excellent verbal and written communication skills.
• Strong customer service skills.
• Ability to organize and prioritize workload.
• Ability to communicate effectively with supervisor and non-accounting employees.
• Ability to work within a team and to foster teamwork.
• Proficient in Microsoft Office products.

Responsibilities

• Generates and reviews weekly insurance company payables reports.
• Ensure surplus lines taxes and fees billed correctly in agency systems with proper documentation.
• Reconciles and corrects discrepancies between reports and documentation.
• Requests and processes checks or other payment forms for applicable fees.
• Ensures payment of fees and supporting docs is sent to state agencies or Surplus Lines Association per due dates.
• Other duties as assigned.

Skills

Verbal and written communication

Customer service

Prioritize workload

Effective supervisor communication

Teamwork

Microsoft Office

Education

Associate’s degree or equivalent combination of education and experience

2+ years in surplus lines filing/payables

Tools

Microsoft Office

Job description

SUMMARY

Responsible for assisting with the preparation, reporting, and all other aspects of Surplus Lines filings for the company in all 50 states. Ensures that proper tax payments are made on time and in accordance with state guidelines.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Generates and reviews weekly insurance company payables reports.

Ensures surplus lines taxes and fees are billed correctly in agency management systems and that proper policy documentation has been received from Sales staff.

Reconciles and corrects discrepancies between the report and the documentation received.

Requests and processes checks or other forms of payment for the applicable fees.

Ensures that payment of fees and supporting documentation is sent to the appropriate state agency or Surplus Lines Association according to monthly, quarterly, semi-annual or annual due dates.

Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate’s degree or equivalent combination of education and experience

Two (2) or more years of related work experience in surplus lines filing and insurance payables experience preferred

SKILLS

Excellent verbal and written communication skills

Strong customer service skills

Ability to organize and prioritize workload

Ability to communicate effectively with supervisor and non-accounting employees

Ability to work within a team and to foster teamwork

Proficient in Microsoft Office products